See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,234 | $56,357-23.3% | $104,294-58.5% | $68,494-36.9% |
| Participation rate | 39.3% | 63.3%-23.9pp | 73.3%-33.9pp | 67.9%-28.5pp |
| Annual return | -16.46% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $752 | $1,960-61.7% | $3,372-77.7% | $2,596-71.0% |
| Participant deferral / active EE | $1,361 | $3,077-55.8% | $4,625-70.6% | $4,027-66.2% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |